Human Resources, Finance, and Data Reporting Agents

Are critical back-office operations—from team compliance to budget control and strategic insights—burdening your core business? Our specialized agents solve this autonomously: they manage employee onboarding and policy enforcement for Human Resources, handle real-time expense compliance and invoice processing for Finance, and instantly generate strategic, executive-ready reports for Data & Reporting.

Customer Onboarding Architect

The Automated Onboarding Agent is responsible for delivering a seamless, scalable, and structured onboarding experience for new SaaS clients. Supporting the Customer Success and Implementation teams, this agent ensures that every customer is welcomed, guided, and...

Reporting Assistant

The Reporting Assistant takes all your important business data-like sales numbers, marketing results, and operational metrics-and turns it into clear, easy-to-understand reports. Instead of piecing together information from different tools such as CRMs, spreadsheets,...

Performance Tracker Architect

The Performance Tracker helps your business stay on top of its most important goals by keeping all your key metrics accurate, aligned, and easy to understand. It brings together data from different sources, organizes it into clear dashboards, and delivers timely...

Dashboard Maintenance Assistant

The Dashboard Maintenance Assistant safeguards the accuracy, consistency, and structure of existing business dashboards. Supporting operational and strategic decision-making, it monitors real-time data syncing from platforms like CRMs, Google Sheets, and analytics...

Refund Processor Assistant

Refund Processor Assistant is responsible for automating client refund transactions, ensuring that any customer-initiated refund is processed accurately and returned via the original payment method. Keegan AGENT supports the finance, billing, and customer service...

Invoice Reminder Architect

Invoice Reminder Architect responsible for ensuring timely payment processing by checking payment statuses and sending reminders. She supports the finance and accounts teams by automating the invoice reminder process. Uses automated workflows to check payment...